Broker brief
43 Eastgate Dr Ste 100, Carlisle, PA 17015 · EIN 20-2077105
Plan year 2023
Groups
12
Lives under management
1,865
Direct (A)
$122,739
Additional (C)
$102,114
Over time
Pick a series. Direct (A) and Additional (C) are never summed.
Series
Book movement
Net change in this broker’s local book. Adds and drops are named employers that appeared or disappeared between plan years.
Δ Groups
+1 · +9.1% vs 2022Δ Lives
−663 · −26.2% vs 2022Added (3)
Dropped (2)
Placement peers
Similar Lancaster book size and stop-loss / medical / admin mix. Descriptive only.
Lower Schedule A $/life vs this broker
Lower Schedule A / Schedule C $/life vs this broker
Similar book size, different placement mix. Descriptive only — not a recommendation.
Relationships
Disruption in this book
Named parties added · Covered lives moved · Reported premium moved · Comp % outside peer band
Named parties added · Named parties removed · Carriers added · Carriers removed · Reported premium moved · Broker tenure
Comp % outside peer band
Reported premium moved
Coverage removed in the last 2 years · Carriers removed · Covered lives moved · Broker tenure
Carriers added · Carriers removed · Reported premium moved · Broker tenure · Comp % outside peer band
Comp % outside peer band
Carriers added · Carriers removed · Broker tenure
Carriers added · Reported premium moved · Broker tenure · Comp % outside peer band
Carriers added · Broker tenure · Comp % outside peer band
Named parties added · Carriers added · Carriers removed · Covered lives moved · Reported premium moved